Upbound GroupUPBD

13F holders, Q3 2024 (September 30)
245holders −2
30new positions
33sold out
7famous investors
$31.98avg. 13F price*

At the end of Q3 2024, 245 institutions reported holding Upbound Group Inc. (UPBD) in their 13F filings, down 2 from Q2 2024. 30 opened new positions and 33 sold out. The largest holders were BlackRock, Inc. ($277.7M), Vanguard Group Inc. ($213.3M) and FMR LLC ($138.2M). 7 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Upbound Group Inc.
CUSIP
76009N100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 241Q1 2024Q2 2024: 247Q2 2024Q3 2024: 245Q3 2024Q4 2024: 240Q4 2024Q1 2025: 243Q1 2025Q2 2025: 255Q2 2025Q3 2025: 261Q3 2025Q4 2025: 238Q4 2025Q1 2026: 240Q1 2026Q2 2026: 258Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions30$25.1M
Exits33$99.6M

All 13F filers, Q2 2024 → Q3 2024: 4,844,405 shares bought and 10,173,331 shares sold, net −5,328,926 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 245 holders

BlackRock, Inc. 0.01% — 8,681,206 $277.7M
Vanguard Group Inc. 0.00% Add +3.2% 6,667,863 $213.3M
FMR LLC 0.01% Reduce -25.0% 4,320,993 $138.2M
Dimensional Fund Advisors LP 0.02% Add +2.9% 2,235,463 $71.5M
State Street Corp. 0.00% Add +2.2% 2,028,224 $64.9M
LSV Asset Management 0.12% Reduce -0.7% 1,681,953 $53.8M
Geode Capital Management, LLC 0.00% Add +4.7% 1,217,880 $39.0M
Charles Schwab Investment Management Inc. 0.01% Add +3.8% 914,047 $29.2M
Arrowstreet Capital, Limited Partnership 0.02% Add +134.6% 846,082 $27.1M
Huber Capital Management LLC 5.39% Add +12.4% 837,804 $26.8M
Ieq Capital, LLC 0.30% Reduce -84.3% 756,498 $24.2M
Bank of New York Mellon Corp 0.00% Reduce -2.5% 742,707 $23.8M
Fuller & Thaler Asset Management, Inc. 0.09% Add +0.0% 694,377 $22.2M
Nuveen Asset Management, LLC 0.01% Add +29.2% 683,428 $21.9M
Morgan Stanley 0.00% Reduce -3.8% 632,257 $20.2M
Qube Research & Technologies Ltd 0.04% Add +204.7% 608,771 $19.5M
Goldman Sachs Group Inc. 0.00% Add +58.6% 561,949 $18.0M
Northern Trust Corp. 0.00% Add +2.7% 535,127 $17.1M
Bank of America Corp. 0.00% Add +58.8% 476,249 $15.2M
Wellington Management Group LLP 0.00% Add +2864.5% 405,569 $13.0M
Invesco Ltd. 0.00% Reduce -4.1% 373,885 $12.0M
Bragg Financial Advisors, Inc 0.47% Add +0.8% 356,038 $11.4M
D. E. Shaw & Co. 0.01% Add +138.8% 319,830 $10.2M
Barclays PLC 0.00% Add +42.5% 316,225 $10.1M
Federated Hermes, Inc. 0.02% Add +6.2% 300,727 $9.6M
Algert Global LLC 0.23% Add +82.8% 265,661 $8.5M
Cubist Systematic Strategies, LLC 0.11% Add +231.6% 234,348 $7.5M
Principal Financial Group Inc. 0.00% Reduce -3.9% 231,053 $7.4M
Millennium Management 0.01% Add +96.0% 199,790 $6.4M
Citadel Advisors 0.01% Add +50.7% 198,689 $6.4M
JPMorgan Chase & Co. 0.00% Add +130.3% 182,397 $5.8M
Alliancebernstein L.P. 0.00% Reduce -5.4% 178,018 $5.7M
Schonfeld Strategic Advisors LLC 0.04% Add +355.6% 169,521 $5.4M
Verition Fund Management LLC 0.04% Reduce -42.2% 154,093 $4.9M
Balyasny Asset Management L.P. 0.01% Reduce -20.8% 150,127 $4.8M
Rhumbline Advisers 0.00% Add +1.6% 144,617 $4.6M
Norges Bank 0.00% Reduce -34.7% 142,181 $4.5M
Legal & General Group Plc 0.00% Add +3.9% 130,475 $4.2M
BNP Paribas Financial Markets 0.00% Reduce -7.2% 127,862 $4.1M
Philadelphia Financial Management of San Francisco, LLC 0.86% New 126,139 $4.0M
Walleye Capital LLC 0.05% Add +137.9% 120,369 $3.9M
Ameriprise Financial Inc. 0.00% Reduce -16.7% 120,141 $3.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -1.4% 118,583 $3.8M
Citigroup Inc. 0.00% Add +26.9% 118,042 $3.8M
Steward Partners Investment Advisory, LLC 0.03% Add +18.6% 115,958 $3.7M
Public Sector Pension Investment Board 0.02% Add +4.8% 103,292 $3.3M
Segall Bryant & Hamill, LLC 0.04% Add +1.7% 102,811 $3.3M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +3223.7% 101,405 $3.2M
Davidson Kempner Capital Management LP 0.11% New 100,000 $3.2M
Landscape Capital Management, L.L.C. 0.32% Reduce -9.1% 98,605 $3.2M
Victory Capital Management Inc. 0.00% Add +153.0% 98,421 $3.1M
Intech Investment Management LLC 0.03% Add +288.6% 95,989 $3.1M
Thrivent Financial for Lutherans 0.01% Add +1.1% 94,129 $3.0M
Allianz Asset Management GmbH 0.00% Add +4.7% 91,640 $2.9M
Swiss National Bank 0.00% No change 91,100 $2.9M
Russell Investments Group, Ltd. 0.00% Add +157.0% 87,914 $2.8M
Man Group plc 0.01% Reduce -31.3% 81,732 $2.6M
Marshall Wace, LLP 0.00% Reduce -79.6% 80,885 $2.6M
New York State Teachers Retirement System 0.01% Add +0.5% 80,578 $2.6M
Jane Street Group, LLC 0.00% Add +23.9% 80,123 $2.6M
First National Bank of Omaha 0.16% Reduce -8.0% 76,187 $2.4M
AXA S.A. 0.01% New 73,423 $2.3M
Voloridge Investment Management, LLC 0.01% New 73,328 $2.3M
HSBC Holdings PLC 0.00% Reduce -1.8% 70,980 $2.3M
Canada Pension Plan Investment Board 0.00% Add +52.5% 69,100 $2.2M
Panagora Asset Management Inc. 0.01% New 66,198 $2.1M
Quantbot Technologies LP 0.08% New 66,177 $2.1M
First National Advisers, LLC 0.33% Add +3.5% 65,236 $2.1M
Raymond James & Associates 0.00% Reduce -10.6% 64,363 $2.1M
T. Rowe Price Associates Inc. 0.00% Add +0.8% 64,051 $2.0M
CANADA LIFE ASSURANCE Co 0.00% Add +0.8% 61,953 $2.0M
Caxton Associates LP 0.09% Add +94.0% 60,402 $1.9M
Engineers Gate Manager LP 0.04% Add +105.8% 58,793 $1.9M
Kendall Capital Management 0.55% Add +3.7% 56,080 $1.8M
Campbell & CO Investment Adviser LLC 0.13% Add +181.5% 55,025 $1.8M
Interval Partners, LP 0.05% Reduce -17.2% 54,061 $1.7M
Martingale Asset Management L P 0.04% Reduce -40.9% 50,691 $1.6M
Prudential Financial Inc. 0.00% Add +4.2% 50,671 $1.6M
Secure Asset Management, LLC 0.27% Add +22.5% 50,376 $1.6M
UBS Group AG 0.00% Reduce -24.8% 48,131 $1.5M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -34.4% 45,356 $1.5M
California State Teachers Retirement System 0.00% Reduce -2.6% 44,458 $1.4M
Cresset Asset Management, LLC 0.01% Add +7.3% 44,415 $1.4M
Teacher Retirement System of Texas 0.01% Add +45.8% 44,232 $1.4M
Amundi 0.00% Add +7.3% 43,502 $1.3M
Two Sigma Investments, LP 0.00% Reduce -42.7% 38,825 $1.2M
Graham Capital Management, L.P. 0.07% Add +410.4% 38,812 $1.2M
State of Tennessee, Department of Treasury 0.00% Add +3.2% 38,224 $1.2M
Summit Global Investments 0.08% New 37,997 $1.2M
Jackson Creek Investment Advisors LLC 0.35% Add +28.6% 37,012 $1.2M
Deutsche Bank AG 0.00% Add +24.8% 33,957 $1.1M
State Board of Administration of Florida Retirement System 0.00% Add +23.0% 33,870 $1.1M
Y-Intercept (Hong Kong) Ltd 0.07% Add +32.8% 33,862 $1.1M
Alberta Investment Management Corp 0.01% No change 33,600 $1.1M
Teza Capital Management LLC 0.12% Add +102.7% 33,192 $1.1M
Edgestream Partners, L.P. 0.05% Reduce -76.5% 32,991 $1.1M
Two Sigma Advisers, LP 0.00% Reduce -35.0% 32,700 $1.0M
State of Wisconsin Investment Board 0.00% Reduce -46.3% 32,099 $1.0M
Aquatic Capital Management LLC 0.03% Reduce -10.5% 31,600 $1.0M
MetLife Investment Management, LLC 0.01% No change 31,007 $992K
Deerfield Management Company, L.P. 0.02% New 31,004 $992K
Corebridge Financial, Inc. 0.01% Reduce -0.5% 30,602 $979K
Point72 Asset Management 0.00% New 30,373 $972K
Franklin Resources Inc. 0.00% Add +29.0% 32,791 $963K
ClariVest Asset Management LLC 0.10% No change 31,132 $956K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +6.3% 29,393 $940K
AQR Capital Management 0.00% Reduce -4.7% 29,272 $936K
State of Alaska, Department of Revenue 0.01% Add +5.6% 27,773 $888K
Jefferies Financial Group Inc. 0.02% Add +83.3% 27,500 $880K
STRS Ohio 0.00% Add +7.0% 26,100 $835K
Illinois Municipal Retirement Fund 0.01% Add +6.3% 25,882 $828K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -30.6% 25,760 $826K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -42.9% 25,799 $825K
Napatree Capital LLC 0.57% Reduce -4.6% 25,627 $820K
Manufacturers Life Insurance Company, The 0.00% Reduce -4.8% 24,880 $796K
Wakefield Asset Management LLLP 0.26% Reduce -1.0% 24,850 $795K
Janus Henderson Group PLC 0.00% No change 23,555 $754K
Louisiana State Employees Retirement System 0.01% Add +4.4% 23,500 $752K
Dynamic Technology Lab Private Ltd 0.08% Reduce -25.5% 23,133 $740K
ProShare Advisors LLC 0.00% Add +37.6% 22,192 $710K
Wells Fargo & Company 0.00% Reduce -14.1% 21,848 $699K
CoreCap Advisors, LLC 0.03% Add +8.9% 21,495 $688K
LPL Financial LLC 0.00% Add +0.0% 21,057 $674K
Nebula Research & Development LLC 0.08% New 20,360 $651K
O'shaughnessy Asset Management, LLC 0.01% Reduce -55.4% 21,696 $637K
Tudor Investment Corporation 0.01% New 19,675 $629K
Prelude Capital Management, LLC 0.05% New 19,191 $614K
New York State Common Retirement Fund 0.00% Reduce -17.5% 18,851 $603K
Yousif Capital Management, LLC 0.01% Add +3.6% 18,730 $599K
KBC Group NV 0.00% No change 18,596 $595K
Fox Run Management, L.L.C. 0.13% Add +142.0% 18,238 $583K
Jones Financial Companies LLLP 0.00% Reduce -11.1% 17,408 $565K
Teachers Retirement System of the State of Kentucky 0.00% No change 17,222 $551K
Headlands Technologies LLC 0.06% New 17,162 $549K
Voya Investment Management LLC 0.00% Reduce -4.8% 17,152 $549K
Comerica Bank 0.00% Add +3.9% 16,970 $543K
Maryland State Retirement & Pension System 0.01% Add +5.2% 16,435 $526K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -0.8% 15,887 $508K
Centiva Capital, LP 0.02% Reduce -27.2% 15,474 $495K
Cornercap Investment Counsel Inc. 0.14% Reduce -51.4% 15,210 $487K
Redwood Investment Management, LLC 0.04% Reduce -14.6% 14,916 $484K
Counterpoint Mutual Funds LLC 0.09% Add +6.6% 14,620 $468K
Amalgamated Bank 0.00% Add +3.5% 14,491 $464K
CenterBook Partners LP 0.03% New 14,353 $459K
Alps Advisors Inc. 0.00% Reduce -7.9% 14,173 $453K
Rafferty Asset Management, LLC 0.00% Add +4.9% 13,865 $444K
Tower Research Capital LLC (TRC) 0.01% Add +67.0% 13,481 $431K
Arizona State Retirement System 0.00% Add +3.3% 13,371 $428K
Inspire Investing, LLC 0.04% Add +12.7% 12,980 $415K
MQS Management LLC 0.21% Add +23.3% 11,805 $378K
Nisa Investment Advisors, LLC 0.00% Reduce -9.3% 11,530 $369K
Oregon Public Employees Retirement Fund 0.01% Add +4.6% 11,416 $365K
Renaissance Technologies 0.00% Reduce -50.8% 11,312 $362K
Cetera Investment Advisers 0.00% Reduce -2.5% 11,099 $355K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 10,674 $341K
Olympiad Research LP 0.22% New 10,491 $336K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +7.8% 10,403 $333K
EntryPoint Capital, LLC 0.19% Add +372.4% 10,398 $333K
American Century Companies Inc. 0.00% Reduce -95.1% 10,335 $331K
Natixis Advisors, LLC 0.00% New 10,291 $329K
Tributary Capital Management, LLC 0.03% Reduce -2.4% 10,200 $326K
Exchange Traded Concepts, LLC 0.01% Reduce -8.1% 9,992 $320K
Handelsbanken Fonder AB 0.00% No change 9,452 $302K
Gsa Capital Partners LLP 0.02% Reduce -68.1% 9,413 $301K
Vise Technologies, Inc. 0.04% Reduce -14.9% 9,266 $296K
TD Asset Management Inc 0.00% New 9,000 $292K
Corton Capital Inc. 0.14% Add +35.1% 8,903 $285K
Wolverine Asset Management LLC 0.03% No change 8,652 $277K
Royal Bank of Canada 0.00% Add +20.0% 8,289 $265K
Dark Forest Capital Management LP 0.03% New 8,033 $257K
Sanctuary Advisors, LLC 0.00% Reduce -5.3% 7,505 $254K
Shell Asset Management Co. 0.01% — 7,865 $252K
Petrus Trust Company, LTA 0.02% Reduce -30.3% 7,846 $251K
Cambria Investment Management, L.P. 0.01% Reduce -62.1% 7,809 $247K
State of Wyoming 0.03% Add +44.5% 7,418 $237K
Mutual of America Capital Management LLC 0.00% Reduce -0.6% 7,320 $234K
Blueshift Asset Management, LLC 0.06% New 7,259 $232K
Virtu Financial LLC 0.01% New 7,158 $229K
Ritholtz Wealth Management 0.01% Reduce -37.7% 7,134 $228K
Optimist Retirement Group LLC 0.10% No change 7,075 $226K
Prentice Wealth Management LLC 0.07% Reduce -2.8% 6,984 $223K
AlphaQuest LLC 0.02% Reduce -75.9% 6,682 $214K
PEAK6 Investments LLC 0.01% New 6,630 $212K
Public Employees Retirement Association of Colorado 0.00% No change 6,390 $204K
Sei Investments Co. 0.00% Reduce -42.8% 6,348 $203K
Pictet Asset Management Holding SA 0.00% New 6,304 $202K
Magnetar Financial LLC 0.01% New 6,285 $201K
Trajan Wealth LLC 0.01% New 6,265 $200K
nVerses Capital, LLC 0.09% New 6,000 $192K
Ameritas Investment Partners, Inc. 0.01% No change 5,479 $175K
Palouse Capital Management, Inc. 0.10% Reduce -1.4% 4,776 $153K
SG Americas Securities, LLC 0.00% New 4,440 $142K
Osaic Holdings, Inc. 0.00% Add +34.4% 3,484 $111K
Harbour Investments, Inc. 0.00% Add +20.5% 3,357 $107K
PNC Financial Services Group, Inc. 0.00% Reduce -43.5% 3,356 $107K
Quarry LP 0.03% Add +374.3% 3,282 $105K
Carolina Wealth Advisors, LLC 0.04% Add +1.5% 2,469 $79K
Lazard Asset Management LLC 0.00% Reduce -86.5% 2,308 $72K
Public Employees Retirement System of Ohio 0.00% Add +2.1% 1,873 $60K
Blue Trust, Inc. 0.00% Add +40.1% 1,566 $48K
Cwm, LLC 0.00% Reduce -16.5% 1,282 $41K
Clearstead Advisors, LLC 0.00% No change 1,200 $38K
Covestor Ltd 0.02% Add +268.8% 1,136 $37K
DekaBank Deutsche Girozentrale 0.00% No change 1,082 $35K
Wolff Wiese Magana LLC 0.02% No change 1,000 $32K
Hexagon Capital Partners LLC 0.01% Reduce -7.5% 805 $26K
Nomura Asset Management Co. Ltd. 0.00% No change 790 $25K
TD Private Client Wealth LLC 0.00% No change 746 $24K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 600 $19K
Farther Finance Advisors, LLC 0.00% Add +42.8% 464 $15K
US Bancorp \de 0.00% Add +54.0% 465 $15K
AdvisorNet Financial, Inc 0.00% No change 432 $14K
CIBC Private Wealth Group LLC 0.00% No change 382 $12K
Barrow Hanley Mewhinney & Strauss LLC 0.00% No change 335 $11K
J.Safra Asset Management Corp 0.00% Add +790.9% 294 $10K
GAMMA Investing LLC 0.00% Add +8.3% 275 $9K
Quadrant Capital Group LLC 0.00% Reduce -23.7% 254 $8K
Main Street Group, LTD 0.00% Add +0.9% 234 $7K
First Horizon Advisors, Inc. 0.00% Reduce -18.9% 227 $7K
Partnership Wealth Management, LLC 0.00% Reduce -98.3% 200 $6K
IFP Advisors, Inc 0.00% No change 200 $6K
Signaturefd, LLC 0.00% Reduce -45.0% 169 $5K
Hemington Wealth Management 0.00% New 178 $5K
Parallel Advisors, LLC 0.00% Reduce -36.3% 102 $3K
UMB Bank, n.a. 0.00% Reduce -3.0% 96 $3K
Bessemer Group Inc. 0.00% New 85 $3K
EverSource Wealth Advisors, LLC 0.00% No change 86 $3K
Frazier Financial Advisors, LLC 0.00% Add +30.6% 81 $3K
Allspring Global Investments Holdings, LLC 0.00% New 81 $3K
Smartleaf Asset Management LLC 0.00% Reduce -34.6% 68 $2K
Rothschild Investment LLC 0.00% Add +160.0% 65 $2K
Parkside Financial Bank & Trust 0.00% No change 64 $2K
Sterling Capital Management LLC 0.00% — 55 $2K
Eagle Bay Advisors LLC 0.00% No change 50 $2K
JFS Wealth Advisors, LLC 0.00% Add +8.7% 50 $2K
Allworth Financial LP 0.00% Reduce -15.4% 44 $1K
Farmers & Merchants Investments Inc. 0.00% No change 35 $1K
Capital Advisors, Ltd. LLC 0.00% No change 26 $1K
Arax Advisory Partners 0.00% No change 20 $640
Pineridge Advisors LLC 0.00% No change 18 $576
SJS Investment Consulting Inc. 0.00% No change 16 $512
DiNuzzo Private Wealth, Inc. 0.00% Add +9.1% 12 $384
Versant Capital Management, Inc 0.00% Reduce -97.3% 10 $320
Claris Advisors, LLC / Mo / 0.00% New 4 $128
TFC Financial Management, Inc. 0.00% No change 1 $32

"% of holder's portfolio" is UPBD's weight in each manager's 13F, not the share of Upbound Group Inc. the manager owns.